Expiring Credit Cards

Hello All!

Has anyone written a report or knows of a Tess standard report that will show credit cards and when they will expire?

Thanks,

Marie Kocher

Development Assistant

Kansas City Ballet

  • Hey Marie,

     

    We have a custom report that looks at all patrons with a payment due in the next 60 days that is attached to a credit card that is expiring.  If that’s something you’re looking for, I can ask our friends in IT to share the report.


    Amber

     

    Please update your records to include my new e-mail address: AAlbert@SCFTA.org
    _______________________________________________________

    Amber Albert Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259   F (714) 755-2712
    E AAlbert@SCFTA.org

    P Please consider the environment before printing this email.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Monday, December 12, 2011 12:22 PM
    To: Amber Albert
    Subject: [Tessitura Development Forum] Expiring Credit Cards

     

    Hello All!

    Has anyone written a report or knows of a Tess standard report that will show credit cards and when they will expire?

    Thanks,

    Marie Kocher

    Development Assistant

    Kansas City Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!



    Privileged And Confidential Communication. This electronic transmission, and any documents attached hereto, (a) are protected by the Electronic Communications Privacy Act (18 USC §§ 2510-2521), (b) may contain confidential and/or legally privileged information, and (c) are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message. Any disclosure, copying, distribution, or use of the contents of the information received in error is strictly prohibited.
  • I would love to look at that report. Let me get in touch with my Database Admin to see how we can make this happen. Thank you so much!

    Marie

    --
    Marie Kocher | Development Assistant
    Kansas City Ballet
    Todd Bolender Center for Dance and Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816-931-2232 x 1382 | 816-931-1172 (fax)
    mkocher@kcballet.org

    Buy tickets and enroll for classes: www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Amber Albert Newsome
    Sent: Mon 12/12/2011 6:57 PM
    To: Marie Kocher
    Subject: RE: [Tessitura Development Forum] Expiring Credit Cards

    Hey Marie,



    We have a custom report that looks at all patrons with a payment due in the next 60 days that is attached to a credit card that is expiring. If that's something you're looking for, I can ask our friends in IT to share the report.


    Amber



    Please update your records to include my new e-mail address: AAlbert@SCFTA.org
    _______________________________________________________

    Amber Albert Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259 F (714) 755-2712
    E AAlbert@SCFTA.org

    P Please consider the environment before printing this email.



    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Monday, December 12, 2011 12:22 PM
    To: Amber Albert
    Subject: [Tessitura Development Forum] Expiring Credit Cards



    Hello All!

    Has anyone written a report or knows of a Tess standard report that will show credit cards and when they will expire?

    Thanks,

    Marie Kocher

    Development Assistant

    Kansas City Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    ________________________________

    Privileged And Confidential Communication. This electronic transmission, and any documents attached hereto, (a) are protected by the Electronic Communications Privacy Act (18 USC §§ 2510-2521), (b) may contain confidential and/or legally privileged information, and (c) are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message. Any disclosure, copying, distribution, or use of the contents of the information received in error is strictly prohibited.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • I have a couple co-workers that would be very happy to have something like that.
    If you are able to share we would love to be included.

    Cheers!

  • That report would be ideal for our Membership Department and to reach out to our donors making pledge payments!  We’d like to see it  at the Music Center, Amber!

     

    Thanks,

     

     

    Melanye V. Taylor

    Development Operations Database Coordinator

    Performing Arts Center of Los Angeles County

    135 North Grand Avenue

    Los Angeles, CA. 90012

    213.972.3123

    mtaylor@MusicCenter.org

    www.MusicCenter.org

    From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com>
    Sent: 12/12/2011 10:28:42 PM

    I would love to look at that report. Let me get in touch with my Database Admin to see how we can make this happen. Thank you so much!

    Marie

    --
    Marie Kocher | Development Assistant
    Kansas City Ballet
    Todd Bolender Center for Dance and Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816-931-2232 x 1382 | 816-931-1172 (fax)
    mkocher@kcballet.org

    Buy tickets and enroll for classes: www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Amber Albert Newsome
    Sent: Mon 12/12/2011 6:57 PM
    To: Marie Kocher
    Subject: RE: [Tessitura Development Forum] Expiring Credit Cards

    Hey Marie,



    We have a custom report that looks at all patrons with a payment due in the next 60 days that is attached to a credit card that is expiring. If that's something you're looking for, I can ask our friends in IT to share the report.


    Amber



    Please update your records to include my new e-mail address: AAlbert@SCFTA.org
    _______________________________________________________

    Amber Albert Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259 F (714) 755-2712
    E AAlbert@SCFTA.org

    P Please consider the environment before printing this email.



    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Monday, December 12, 2011 12:22 PM
    To: Amber Albert
    Subject: [Tessitura Development Forum] Expiring Credit Cards



    Hello All!

    Has anyone written a report or knows of a Tess standard report that will show credit cards and when they will expire?

    Thanks,

    Marie Kocher

    Development Assistant

    Kansas City Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    ________________________________

    Privileged And Confidential Communication. This electronic transmission, and any documents attached hereto, (a) are protected by the Electronic Communications Privacy Act (18 USC §§ 2510-2521), (b) may contain confidential and/or legally privileged information, and (c) are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message. Any disclosure, copying, distribution, or use of the contents of the information received in error is strictly prohibited.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.
  • I spoke with our IT staff.  We’re a little backed up with IT projects at the moment, but we’re happy to share the report.  We’ll post it within the next couple of weeks. J

     

    Happy holidays!

     

    Amber

     

    Please update your records to include my new e-mail address: AAlbert@SCFTA.org
    _______________________________________________________

    Amber Albert Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259   F (714) 755-2712
    E AAlbert@SCFTA.org

    P Please consider the environment before printing this email.

     

     



    Privileged And Confidential Communication. This electronic transmission, and any documents attached hereto, (a) are protected by the Electronic Communications Privacy Act (18 USC §§ 2510-2521), (b) may contain confidential and/or legally privileged information, and (c) are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message. Any disclosure, copying, distribution, or use of the contents of the information received in error is strictly prohibited.
  • Hello everyone,

    I apologize for the long wait.  This report has been posted.  It is called Credit Card Expiry Report and it’s solution # 326.

    Hope it helps!

    Amber Newsome
    Segerstrom Center for the Arts

  • Good afternoon Jess,

     

    Jon Dickey at Tessitura created a report for us that gives us the information exactly as you mentioned in your email.

     

    Best regards,

     

    Brian Columbus

    Director of Development Operations

     

    cid:2ECCA01C-F302-4878-81D3-558224031D8F@phub.net.cable.rogers.com

     

    212 King Street West, 6th Floor

    T. 416. 593.7769 X 394 

    F. 416.977.2912

     

    TSO.CA | TSOUNDCHECK.COM

    @torontosymphony | facebook.com/torontosymphonyorchestra

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jess Levy
    Sent: Friday, January 31, 2014 2:26 PM
    To: Brian Columbus
    Subject: [Tessitura Development Forum] Expiring credit cards

     

    Hi!

    Does anyone have a report that catches credit cards before they expire? I am looking for something that can be run a few days ahead of our monthly pledge billing to cut down on the number of transactions that cannot be processed.

    Thanks

    Jess Levy

    San Francisco Opera

    jlevy@sfopera.com

    415-565-3283




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • Hi Jess,

     

    Sorry, the name of the report is “Pledge Credit Cards Expiring”.

     

    Best regards,

     

    Brian Columbus

    Director of Development Operations

     

    cid:2ECCA01C-F302-4878-81D3-558224031D8F@phub.net.cable.rogers.com

     

    212 King Street West, 6th Floor

    T. 416. 593.7769 X 394 

    F. 416.977.2912

     

    TSO.CA | TSOUNDCHECK.COM

    @torontosymphony | facebook.com/torontosymphonyorchestra

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jess Levy
    Sent: Friday, January 31, 2014 2:26 PM
    To: Brian Columbus
    Subject: [Tessitura Development Forum] Expiring credit cards

     

    Hi!

    Does anyone have a report that catches credit cards before they expire? I am looking for something that can be run a few days ahead of our monthly pledge billing to cut down on the number of transactions that cannot be processed.

    Thanks

    Jess Levy

    San Francisco Opera

    jlevy@sfopera.com

    415-565-3283




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • I am looking for the same.

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jess Levy
    Sent: Friday, January 31, 2014 1:26 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Expiring credit cards

     

    Hi!

    Does anyone have a report that catches credit cards before they expire? I am looking for something that can be run a few days ahead of our monthly pledge billing to cut down on the number of transactions that cannot be processed.

    Thanks

    Jess Levy

    San Francisco Opera

    jlevy@sfopera.com

    415-565-3283




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

    Dracula
  • Hi all,

    We have a custom List element called Credit Card Expiry Date that helps.  You just run a list of members with credit card expiry dates between x and y.  I'm not our SQL person, but the setup in T_KEYWORD and the query in List Manager are both below.   Hope that helps!  Catherine



    Select Distinct a.customer_no
     From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock)
    JOIN T_ACCOUNT_DATA e (Nolock) ON e.customer_no =  a.expanded_customer_no
     Where  IsNull(a.inactive, 1) = 1
     AND e.card_expiry_dt between  '2014/01/01' And '2014/01/02 23:59:59'

    On 2/3/2014 6:24 PM, Kevin Madeira wrote:

    Hi Jess,

    There is the report "Purge Credit Card Account Data" that you can run regularly to get rid of credit card details that have expired or are about to - you specify the expiry date to control which cards you keep.

    This can be run in update or review mode.

    Cheers,

    Kevin

     

     

    From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com>
    Sent: 1/31/2014 1:11:45 PM

    Hi!

    Does anyone have a report that catches credit cards before they expire? I am looking for something that can be run a few days ahead of our monthly pledge billing to cut down on the number of transactions that cannot be processed.

    Thanks

    Jess Levy

    San Francisco Opera

    jlevy@sfopera.com

    415-565-3283




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!